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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Capital Research Global Investors ⇄ Sumitomo Mitsui Trust Group, Inc.

60Shared positions
23.4%Name overlap (Jaccard)
15+Only Capital…
15+Only Sumitomo…

Shared holdings · Q2 2026

SecurityCapital Research… weightSumitomo Mitsui… weight
NVDA NVIDIA Corporation 5.7% 6.7%
MSFT Microsoft Corporation 4.9% 3.7%
AVGO Broadcom Inc. 6.0% 2.4%
AAPL Apple Inc. 2.4% 5.5%
AMZN Amazon.com, Inc. 4.0% 3.4%
GOOGL Alphabet Inc. 3.1% 2.8%
LLY Eli Lilly and Company 3.5% 1.3%
META Meta Platforms, Inc. 3.1% 1.7%
GOOG Alphabet Inc. 2.1% 2.4%
AMAT Applied Materials, Inc. 2.2% 0.8%
MU Micron Technology, Inc. 0.6% 1.9%
PM Philip Morris… 2.1% 0.3%
JPM JPMorgan Chase & Co. 1.3% 1.1%
TSLA Tesla, Inc. 0.5% 1.8%
INTC Intel Corp. 1.4% 0.8%
GE GE Aerospace 1.6% 0.5%
CSCO Cisco Systems, Inc. 1.1% 0.6%
SBUX Starbucks Corporation 1.6% 0.2%
AMD Advanced Micro Devices… 0.1% 1.6%
RTX RTX Corporation 1.4% 0.3%
LIN Linde plc 1.3% 0.4%
ABBV AbbVie Inc. 1.1% 0.6%
RCL Royal Caribbean Cruises… 1.5% 0.1%
VRTX Vertex Pharmaceuticals… 1.4% 0.2%
UBER Uber Technologies, Inc. 1.3% 0.2%
MA Mastercard Incorporated 0.8% 0.6%
XONA.DE Exxon Mobil Corporation 0.6% 0.7%
HD The Home Depot, Inc. 0.8% 0.5%
UNH UnitedHealth Group… 0.6% 0.6%
WFC Wells Fargo & Company 0.9% 0.3%
NFLX Netflix, Inc. 0.7% 0.5%
CARR Carrier Global Corporation 1.1% 0.1%
APH Amphenol Corporation 0.7% 0.4%
GLW Corning Inc 0.9% 0.2%
CAT Caterpillar Inc. 0.3% 0.8%
ORCL Oracle Corporation 0.8% 0.3%
JNJ Johnson & Johnson 0.3% 0.8%
BRK-B Berkshire Hathaway Inc. 0.1% 0.9%
V Visa Inc. 0.2% 0.8%
PGR The Progressive… 0.8% 0.2%
KLAC KLA Corporation 0.4% 0.5%
MELI MercadoLibre, Inc. 0.7% 0.2%
STX Seagate Technology… 0.6% 0.3%
UNP Union Pacific Corporation 0.6% 0.2%
LRCX Lam Research Corporation 0.1% 0.7%
MS Morgan Stanley 0.5% 0.3%
TSM Taiwan Semiconductor… 0.7% 0.1%
BLK BlackRock, Inc. 0.6% 0.2%
D Dominion Energy, Inc. 0.7% 0.1%
MO Altria Group, Inc. 0.6% 0.1%
TDG TransDigm Group… 0.6% 0.1%
WMT Walmart Inc. 0.0% 0.7%
KO The Coca-Cola Company 0.3% 0.4%
ABT Abbott Laboratories 0.5% 0.2%
MDLZ Mondelez International… 0.6% 0.1%
CNQ Canadian Natural… 0.6% 0.0%
CVNA Carvana Co. 0.6% 0.1%
COST Costco Wholesale… 0.1% 0.6%
AMGN Amgen Inc. 0.3% 0.3%
MCD McDonald's Corporation 0.3% 0.3%

Distinctively Capital Research…

BTI British American… 0.3%
CVE Cenovus Energy Inc. 0.2%
ATI ATI Inc. 0.1%
GOOGM Alphabet Inc.… 0.1%
GOOGN Alphabet Inc.… 0.1%
GFL GFL Environmental Inc. 0.1%
AZN AstraZeneca PLC 0.1%
ITUB Itaú Unibanco Holding… 0.1%
EGO Eldorado Gold… 0.1%
BLD TopBuild Corp. 0.1%
SMTC Semtech Corporation 0.1%
TD The Toronto-Dominion… 0.1%
ULS UL Solutions Inc. 0.0%
FNV Franco-Nevada… 0.0%
ENSG The Ensign Group, Inc. 0.0%

Distinctively Sumitomo Mitsui Trust…

GLDM SPDR Gold MiniShares… 0.9%
IAUM iShares Gold Trust… 0.6%
ADI Analog Devices, Inc. 0.4%
IBM International… 0.4%
HOOD Robinhood Markets… 0.4%
ETN Eaton Corporation plc 0.3%
C Citigroup Inc. 0.3%
ROK Rockwell Automation… 0.3%
DE Deere & Company 0.3%
DIS The Walt Disney… 0.2%
CDNS Cadence Design… 0.2%
PFE Pfizer Inc. 0.2%
COHR Coherent, Inc. 0.2%
SCHW The Charles Schwab… 0.2%
COIN Coinbase Global, Inc. 0.2%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology